Plan Ledger DOL Form 5500 · updated monthly

Self Enhancement, Inc.401(k)

SELF ENHANCEMENT, INC. 401K PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
1.00%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Self Enhancement, Inc. reported $60,622 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,767 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.80% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Oregon (689th of 1,021), and 2,095th of 3,341 in other services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,415,672
Participants with balances215
Active participants183
Employer contributions$323,441
Employee contributions$581,674
Employer contribution per active participant$1,767
Average account balance$29,840
Benefits paid to participants$796,842
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 215 accts · $323K emplr
2023$5.8M · 213 accts · $270K emplr
2022$4.8M · 222 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,622
Total administrative$60,622
The Self Enhancement, Inc. 401(k) match · 2024
Employer contribution per active participant$1,767
Median for plans this size$1,313
2024$1,767 per active participant
2023$1,519 per active participant
2022$1,484 per active participant

Self Enhancement, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$60,122
LPL FINANCIAL LLCindirect comp
WILSHIRE ADVISORS · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$60,622 · 1.00%
2023$46,798 · 0.88%
2022$42,654 · 0.80%
Same employer
Similar plansOther Services · Oregon
Rever Grand LLC OR$12.6M · 2.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931086629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.